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LCAP vs TEQI

Principal Capital Appreciation Select ETF vs T. Rowe Price Equity Income ETF

LCAP

Principal Capital Appreciation Select ETF

Principal Funds

Annual cost

0.29%

Fund size

$264M

TEQI

T. Rowe Price Equity Income ETF

T. Rowe Price

Annual cost

0.54%

Fund size

$403M

Key differences

  • LCAP costs 0.25% less per year.
  • LCAP follows a index tracking strategy; TEQI uses active selection.
  • TEQI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LCAPTEQI
Annual cost (TER)0.29%0.54%
Fund size (AUM)$264M$403M
Since20252020
Dividend yield0.10%1.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+28.3%+23.3%
CAGR 3YN/A+16.8%
CAGR 5YN/A+9.4%
Sharpe 3YN/A1.00
Volatility 1Y12.88%10.62%
Max drawdown-11.31%-17.82%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LCAP and TEQI